Sets Overall Vision for the Firm
Kevin J. Johnson
LTCP, CLTC
CEO
Overall Agency Operations, Business Development, Strategic Partnerships, Advanced Marketing
Robert M. Vandy
CLU, ChFC, LUTCF, CLTC
President
Agency Operations, Chief Medical Underwriter
Peter Kelly
CLTC
Chief Operating Officer
Oversees Life, DI & Annuity Departments Life Consulting & Proposals
Gary Clair
Vice President, Life Brokerage
Business Development, Affinity & Association Marketing
Brian M. Johnson
MBA, CLTC
Director of Business Development
Long Term Care Consulting & Proposals, LTC Broker Training
Melissa Frasier
CLTC
Long Term Care Brokerage Director
Life Insurance Consulting & Proposals, Linked Benefits Consulting & Proposals
David J. Michalski
CLU
Life & Linked Benefit Sales Solutions
Medicare Supplement & Advantage Consulting & Proposals, Long Term Care Consulting & Proposals
Jeannie Knapp
Annuity Sales Support
Long Term Care Consulting & Proposals, Linked Benefit Consulting & Proposals
Jennifer Brown
CLTC
LTC & Linked Benefit Sales Solutions
Income Replacement (DI) Consulting & Proposals, Licensing & Contracting Support
Don Baurle
Disability Sales Director
Licensing/Agent Contracting & Appointments
Rich Altier
Licensing & Contracting Coordinator
Evangeline (Naz) McLellan
Licensing & Contracting Support
Life Insurance Consulting & Proposals
Kevin C. Harkins
MBA
Life Sales Solutions
Life New Business Tracking & Follow Up, Income Replacement (DI) New Business Tracking & Follow Up
Desi Lyons
Life Insurance New Business Coordinator
Oversees Agency Finances, Commissions Operations
Jill O'Connor
Director of Finance - Commissions/Accounting
Oversees Binghamton Office Operations, Binghamton Office Business Development, Life New Business Follow Up
Janelle Clink
Business Development Director
Commissions Questions
Stephanie Miller
Commission Distribution Coordinator
New Business Submission, Exam/APS Ordering
Stephanie Baker
New Business Supervisor
Overall Administrative & Policy Issue Support, Agency Receptionist
Susan Baurle
Life Insurance New Business Coordinator
Client Consulting and Sales
Thomas J. Layton
Specializing in Long-Term Care, Life Insurance, Medicare & Annuities
Client Consulting and Sales
Eric M. Hukey
CLTC
Account Executive
LTC Planning Consultation, Life, Income Replacement (DI), Medicare, Annuity Consults & Support